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Joseph Donald Leonetti

THE Huntington Investment Co.

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About Joseph Donald Leonetti

Joseph Donald Leonetti has been working in the financial services industry since 1997. Joseph is currently registered with The Huntington Investment Co. and holds a Series 6, 7, 24, 63, and 65. Joseph has a strong background in providing investment advice and portfolio management for individuals, corporations, and other businesses. Joseph is committed to providing his clients with the highest quality of service and helping them achieve their financial goals.

Firm Information

Joseph Leonetti is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Leonetti’s Registration & Firm History

OH

10/22/2003 - Present

THE Huntington Investment Co. (COLUMBUS OH)

MA

05/21/1997 - 09/14/1998

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 09/24/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2001

Series 7 - General Securities Representative Examination

BC

Issued 04/17/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph Donald Leonetti. Review regulatory record here.
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